Purchases and Sales Made in Q4 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 03, 2023 Q4 2022
Stonehearth Capital Management, LLC

BUY
 -
1.72K
+ 2.35%
$153K - $175K
74.8K $8.85M
Jan 31, 2023 Q4 2022
Pb Mares Wealth Management LLC

BUY
 -
1.71K
+ 31.78%
$152K - $174K
7.07K $838K
Feb 14, 2023 Q4 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
1.67K
+ 0.69%
$149K - $171K
244K $28.9M
Jan 25, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
1.66K
+ 0.78%
$148K - $170K
216K $25.6M
Jul 17, 2024 Q4 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.66K
+ 4.39%
$148K - $170K
39.5K $4.68M
Jan 12, 2023 Q4 2022
Yhb Investment Advisors, Inc.

BUY
 -
1.64K
+ 1.19%
$146K - $167K
140K $16.6M
Feb 07, 2023 Q4 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
1.63K
+ 1.93%
$146K - $167K
86.3K $10.2M
Jan 27, 2023 Q4 2022
Clearwater Capital Advisors, LLC

BUY
 -
1.62K
+ 14.29%
$145K - $166K
13K $1.54M
Feb 09, 2023 Q4 2022
Trust CO Of Vermont

BUY
 -
1.62K
+ 1.21%
$145K - $166K
136K $16.1M
Feb 14, 2023 Q4 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
1.59K
+ 1.65%
$142K - $163K
98.3K $11.6M
Feb 13, 2023 Q4 2022
Souders Financial Advisors

BUY
 -
1.57K
+ 6.88%
$140K - $160K
24.4K $2.89M
Feb 07, 2023 Q4 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.57K
+ 9.39%
$140K - $160K
18.3K $2.16M
Feb 09, 2023 Q4 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
1.57K
+ 1.29%
$140K - $160K
123K $14.6M
Jan 17, 2023 Q4 2022
Element Wealth, LLC

BUY
 -
1.56K
+ 2.87%
$139K - $159K
55.9K $6.62M
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
1.55K
+ 2.71%
$138K - $158K
58.8K $6.96M
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.53K
+ 17.2%
$136K - $156K
10.4K $1.23M
Feb 14, 2023 Q4 2022
London CO Of Virginia

Richmond, VA
BUY
 -
1.52K
New
$135K - $155K
1.52K $179K
Feb 06, 2023 Q4 2022
Wolf Group Capital Advisors

BUY
 -
1.5K
+ 9.26%
$134K - $153K
17.7K $2.1M
Jan 26, 2023 Q4 2022
Capital Planning LLC

BUY
 -
1.49K
+ 14.06%
$132K - $152K
12.1K $1.43M
Feb 02, 2023 Q4 2022
Nelson Capital Management, LLC

BUY
 -
1.49K
+ 13.85%
$132K - $152K
12.2K $1.45M
Jan 18, 2023 Q4 2022
Wesbanco Bank Inc

BUY
 -
1.47K
+ 14.48%
$131K - $151K
11.7K $1.38M
Feb 06, 2023 Q4 2022
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
1.46K
+ 1.21%
$130K - $149K
122K $14.4M
Jan 30, 2023 Q4 2022
Sws Partners

BUY
 -
1.46K
+ 3.68%
$130K - $149K
41.1K $4.86M
Apr 19, 2024 Q4 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.46K
+ 0.92%
$130K - $149K
160K $18.9M
Feb 10, 2023 Q4 2022
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
1.44K
+ 11.31%
$128K - $147K
14.2K $1.68M
Feb 07, 2023 Q4 2022
Dakota Wealth Management

BUY
 -
1.42K
+ 4.67%
$126K - $145K
31.8K $3.77M
Feb 14, 2023 Q4 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
1.4K
+ 3.06%
$125K - $143K
47.2K $5.59M
Feb 14, 2023 Q4 2022
Mc Ilrath & Eck, LLC

BUY
 -
1.39K
+ 26.1%
$124K - $142K
6.74K $798K
Feb 10, 2023 Q4 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
1.39K
+ 1.57%
$123K - $141K
89.5K $10.6M
Jan 19, 2023 Q4 2022
Round Rock Advisors, LLC

BUY
 -
1.38K
+ 0.76%
$123K - $141K
184K $21.8M
Jan 27, 2023 Q4 2022
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
1.38K
+ 1.82%
$123K - $141K
77.1K $9.14M
Feb 02, 2023 Q4 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.37K
+ 15.66%
$122K - $139K
10.1K $1.19M
Feb 09, 2023 Q4 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
1.36K
+ 1.25%
$121K - $139K
111K $13.1M
Feb 07, 2023 Q4 2022
Family Firm, Inc.

BUY
 -
1.36K
+ 4.4%
$121K - $139K
32.3K $3.82M
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
1.33K
+ 24.66%
$119K - $136K
6.74K $798K
Jan 20, 2023 Q4 2022
Engrave Wealth Partners LLC

BUY
 -
1.33K
+ 26.55%
$118K - $136K
6.33K $750K
Feb 01, 2023 Q4 2022
Kanawha Capital Management LLC

BUY
 -
1.33K
+ 5.85%
$118K - $136K
24K $2.85M
Jan 20, 2023 Q4 2022
Sterling Investment Counsel, LLC

BUY
 -
1.33K
+ 36.22%
$118K - $136K
4.99K $591K
Jan 13, 2023 Q4 2022
New England Professional Planning Group Inc.

BUY
 -
1.31K
+ 0.88%
$117K - $134K
151K $17.9M
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
1.31K
+ 22.39%
$117K - $134K
7.16K $848K
Feb 06, 2023 Q4 2022
Legacy Financial Advisors, Inc.

BUY
 -
1.31K
+ 16.22%
$117K - $134K
9.37K $1.11M
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
1.29K
New
$114K - $131K
1.29K $152K
Feb 10, 2023 Q4 2022
Fairhaven Wealth Management, LLC

BUY
 -
1.28K
+ 0.67%
$114K - $130K
192K $22.7M
Feb 02, 2023 Q4 2022
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
1.27K
+ 3.86%
$113K - $129K
34.1K $4.03M
Feb 02, 2023 Q4 2022
Argent Capital Management LLC

BUY
 -
1.24K
+ 52.35%
$110K - $126K
3.6K $426K
Jan 23, 2023 Q4 2022
Resonant Capital Advisors, LLC

BUY
 -
1.23K
+ 0.65%
$109K - $126K
189K $22.4M
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.22K
+ 3.32%
$109K - $125K
38.1K $4.51M
Feb 06, 2023 Q4 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
1.21K
+ 15.33%
$108K - $123K
9.08K $1.08M
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
BUY
 -
1.2K
+ 4.03%
$107K - $123K
31K $3.67M

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